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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,615,325 | $234,190+1016.8% | $180,320+1350.4% | $198,609+1216.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 20.41% | 1057.44%-1037.0pp | 778.54%-758.1pp | 202.70%-182.3pp |
| Employer contribution / active EE | $5,154 | $5,258-2.0% | $4,108+25.5% | $5,055+2.0% |
| Participant deferral / active EE | $20,667 | $4,988+314.3% | $4,304+380.1% | $6,977+196.2% |
| Admin fee / account holder | $36,333 | $12,558+189.3% | $10,000+263.3% | $19,030+90.9% |